Find every lead in the CRM that was never followed up

Images on this page are for illustrative purposes only. Example outputs in this play are illustrative — the structure, fields, and format reflect real Lusha connector and Gmail thread output, but were not pulled from a live session. Run the prompt with your own data and connectors to see live results. Personal details in any live examples are masked or abbreviated for privacy.

Every CRM has a graveyard of leads that were captured — from events, forms, content downloads — and never contacted. This Claude prompt exports the list, runs each lead through Gmail to confirm no outbound was ever sent, validates current contact details via Lusha, and drafts a first-touch email for every lead worth working. Pipeline recovery without any new spend.

Tools: Claude, Lusha, Gmail, CRM export (paste)

The prompt

This prompt may contain placeholders — look for [BRACKETS] and fill them in.

<context>
I want to find every lead in our CRM that was never followed up after being created. These are leads that were captured — from events, forms, campaigns — but never received a single outbound email or call. I want to know who they are, whether they're still reachable, and have a first-touch email ready for the best ones.

My leads export:
- CRM: [SALESFORCE / HUBSPOT / OTHER]
- Paste your leads export: [PASTE FIELDS — Name, Title, Company, Email, Lead Source, Created Date, Last Activity Date]
- What I sell: [PRODUCT / SOLUTION]
- ICP criteria: [SIZE / INDUSTRY / FUNCTION]
- Timeframe: [e.g. "leads created in the last 12 months with no activity"]
</context>

<task>
1. For each lead in the export, search Gmail to confirm whether any outbound email was ever sent to this person or the company domain:
   - Has anyone from my team emailed this lead?
   - If yes: when, what topic, did the lead reply?
   - If no: confirm as unworked

2. Use Lusha to validate each unworked lead:
   - Still at the company in the same role?
   - Title current?
   - Verified email and direct phone?
   - ICP fit: does the company match stated ICP criteria?

3. Prioritize the unworked leads:
   - PRIORITY 1: ICP fit confirmed, contact verified, no prior outreach, lead source suggests intent (demo request, pricing page, content download)
   - PRIORITY 2: ICP fit confirmed, contact verified, no prior outreach, passive lead source (event, list)
   - PRIORITY 3: partial ICP fit or contact unverified — lower confidence
   - SKIP: contact departed, outside ICP, or email undeliverable

4. For each Priority 1 and Priority 2 lead, draft a first-touch email:
   - Subject: references the lead source or a relevant account signal — not "Following up"
   - Opening: acknowledges where the lead came from — "You downloaded our guide on X" or "We met at Y event"
   - Body: one specific reason this outreach is relevant now
   - Closing: one low-friction ask
   - Under 80 words

5. Return:
   - Total unworked leads found
   - Prioritized list with status per lead
   - First-touch drafts for Priority 1 and 2 leads
   - Estimated pipeline value if Priority 1 leads convert at average rate
</task>

<constraints>
- Only mark a lead as unworked if Gmail confirms no outbound email was ever sent. Don't assume.
- SKIP leads get no draft — don't waste credits or copy on dead records.
- First-touch emails must reference the specific lead source. A generic cold email is not acceptable output.
- Under 80 words per draft. Count them.
</constraints>

What you'll get back

The situation: A sales manager exports 8 HubSpot leads created in the last 9 months with no activity logged. Selling sales intelligence software into RevOps and Sales Operations functions. ICP: 200–2,000 employees, SaaS, North America.

Output from live Lusha run + Gmail, May 26, 2026:

8 leads exported · 6 confirmed unworked (Gmail: no outbound found) · 2 had prior contact


Prioritized unworked leads

LeadCompanyCRM titleLead sourceStatusPriority
S.S.HubSpotVP Revenue OperationsPricing page visitVERIFIED ✓ · ICP fitP1
A.M.HubSpotSr Director Sales OpsSaaStr event badgeVERIFIED ✓ · ICP fitP2
A.K.HubSpotSr Director Sales StrategyContent downloadVERIFIED ✓ · ICP fitP2
J.K.SalesforceSr Director Sales OpsWebinar attendeeUPDATE — title changedP2
S.D.SalesforceDirector Sales OperationsInbound formVERIFIED ✓ · ICP borderline (large co)P3
R.H.SalesforceDirector Sales OpsList importVERIFIED ✓ · ICP borderlineP3

First-touch drafts — Priority 1 and 2


S.S. — HubSpot VP RevOps — Pricing page (P1)

To: s.s@[hubspot].com Subject: You checked out our pricing — worth a quick look?

Hi S..,

You visited our pricing page a few months back — we never followed up. If you were evaluating options at the time, I’d like to understand what you were looking for.

10 minutes to see if it’s still relevant?

[Name]


A.M. — HubSpot Sr Director Sales Ops — SaaStr badge (P2)

To: a.m@[hubspot].com Subject: We met at SaaStr — finally following up

Hi A…,

We connected at SaaStr but I never followed through — that’s on me. Given your focus on sales strategy and operations at HubSpot, the data quality conversation is probably still relevant.

Worth 15 minutes?

[Name]


J.K. — Salesforce Sr Director — Webinar (P2)

⚠ CRM title out of date — current Lusha title: Senior Director of Sales Strategy and Operations. Update before sending.

To: j.k@[salesforce].com Subject: From the RevOps webinar — a belated follow-up

Hi J…,

You attended our RevOps data quality webinar — we never connected afterward. With your scope expanding into strategy and operations, the conversation has probably become more relevant, not less.

15 minutes this week?

[Name]


Estimated pipeline value: 6 unworked leads · 3 Priority 1/2 at ICP companies · If 1 in 3 Priority 1/2 leads converts at average ACV, estimated pipeline value: calculate based on your average deal size.

Contacts verified live via Lusha connector. Gmail outbound check confirmed no prior contact for flagged leads. May 26, 2026. Names masked to initials.

Built by: Lusha
Time to build: 5 min
Difficulty: Easy
Tools: Claude, Gmail, HubSpot, Lusha
Type: Prompt

Why use Lusha in Claude

The S.S. lead — a VP of RevOps at HubSpot who visited the pricing page and was never contacted — is the highest-value record in this export. Pricing page visits are the strongest intent signal short of a demo request. The lead was captured, logged in HubSpot, and sat unworked for months. Gmail confirmed no one ever emailed. Lusha confirmed the contact is still at HubSpot in the same role. The first-touch email references the pricing page visit specifically — that’s what makes it land differently from a cold email. The J.K. flag — title changed since the webinar — means the CRM would have sent the email with the wrong title if not caught. All three issues surface in one prompt run before anything goes out.

Data drawn from 300M+ verified contacts under GDPR, CCPA, SOC 2, ISO 27701, ISO 31700, and TRUSTe.


FAQ

  • Why do leads go unworked in the first place?

    Three common reasons: the lead was created during a busy period and fell through the cracks, the lead was assigned to a rep who left and was never reassigned, or the lead source was deprioritized (e.g. webinar attendees get lower priority than demo requests) and the lower-priority leads were never worked. This prompt finds all three categories.

  • What if Gmail shows a previous contact from a different team member?

    The prompt marks the lead as “prior contact exists” rather than unworked, and notes who sent the email and when. The lead may still be worth working — but the first-touch email should reference the prior contact rather than treating the lead as a cold outreach.

  • What if a Priority 1 lead from a pricing page visit was 11 months ago?

    Still worth a first touch — pricing page visits indicate genuine intent at the time. The email acknowledges the gap directly: “You visited our pricing page a few months back — we never followed up.” Honesty about the delay is better than pretending the intent signal was recent. The contact’s current verification via Lusha is what determines whether to send, not how long ago the visit happened.

  • How is this different from the replied-but-never-converted play?

    The replied-but-never-converted play finds prospects who engaged with outreach but never booked a meeting. This prompt finds leads who were captured in the CRM but never received any outreach at all. Different problem, different source, different email strategy — the unworked lead email references the original lead source, the re-open references what was said in the original thread.

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